Exporting Product Data

You can create and manage products and services in Lead Gen & CRM and these products and services can be added to opportunities. 

This data can be exported from Lead Gen & CRM Settings and from Sales Pipelines at any time. 

This article will explain how to export product data.

---

Article Contents

• Exporting Product Data from Product Pages
• Exporting Product Data from Pipelines

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Settings

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers
Sales Managers
Salespersons
Jr. Salespersons

Exporting Product Data from Product Pages

You can save and export product data for future reference.

To export product data to a .CSV spreadsheet file from the main product page, do the following:

1. Click    Options > Export Products.
   
   

   Click to enlarge.

2. Click the link that appears at the top of the screen to access the Export Manager. 
   
   

   Click to enlarge.

3. Click the exported file's title to download it as a .CSV file.
   
   
   Note: This exported data will reflect all active products.
   
   

   Click to enlarge.

Exporting Product Data from Pipelines

You can save and export product data for future reference.

To export product data to a .CSV spreadsheet file from a pipeline, do the following:

1. Click Sales > Opportunities in the left toolbar.
   
   

   Click to enlarge.

2. Select the desired pipeline in the Pipeline drop-down menu.
3. Select the applicable owners in the Owners drop-down menu.
4. Select the date parameters in the Date Range drop-down menu.
5. Click    Options > Export Products to .CSV.
   
   

   Click to enlarge.

Once you've exported a file, visit the Lead Gen & CRM export manager to access it and download it onto your computer. Read Accessing the Export Manager to learn how.